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Entrylevel Fixed Income Analyst Jobs in Santa Cruz, CA

Perform data-driven analysis to identify vulnerabilities and/or proactively determine potential ... fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs ...

Perform data-driven analysis to identify vulnerabilities and/or proactively determine potential ... fixed income, tax-loss harvesting, and direct indexing--which we offer at industry-leading low ...

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Showing results 1-20

Entrylevel Fixed Income Analyst information

See Santa Cruz, CA salary details

$50.2K

$125.5K

$225.2K

How much do entrylevel fixed income analyst jobs pay per year?

As of Aug 24, 2026, the average yearly pay for entrylevel fixed income analyst in Santa Cruz, CA is $125,506.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,700.00 and $151,300.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Fixed Income Analyst vs Entrylevel Equity Analyst?

AspectEntrylevel Fixed Income AnalystEntrylevel Equity Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; CFA Level I often preferredBachelor's in Finance, Economics, or related field; CFA Level I often preferred
Work EnvironmentFinancial institutions, asset management firms, investment banksAsset management firms, investment banks, equity research departments
Industry UsageFocuses on bonds, debt securities, and fixed income marketsFocuses on stocks, equity securities, and stock markets

The main difference between an Entrylevel Fixed Income Analyst and an Entrylevel Equity Analyst lies in their focus areas. Fixed Income Analysts specialize in bonds and debt securities, analyzing interest rates and credit risk, while Equity Analysts focus on stocks and company performance. Both roles require similar educational backgrounds and certifications but serve different investment markets.

What are popular job titles related to Entrylevel Fixed Income Analyst jobs in Santa Cruz, CA?

For Entrylevel Fixed Income Analyst jobs in Santa Cruz, CA, the most frequently searched job titles are:

What job categories do people searching Entrylevel Fixed Income Analyst jobs in Santa Cruz, CA look for?

The top searched job categories for Entrylevel Fixed Income Analyst jobs in Santa Cruz, CA are:

What cities near Santa Cruz, CA are hiring for Entrylevel Fixed Income Analyst jobs?

Cities near Santa Cruz, CA with the most Entrylevel Fixed Income Analyst job openings:

Infographic showing various Entrylevel Fixed Income Analyst job openings in Santa Cruz, CA as of August 2026, with employment types broken down into 61% Full Time, 35% Part Time, and 4% Contract. Highlights an 73% Physical, 1% Hybrid, and 26% Remote job distribution, with an average salary of $125,506 per year, or $60.3 per hour.

Trade & Cash Operations Analyst | San Francisco Bay Area | Hybrid

Daley And Associates, LLC

San Jose, CA • On-site

$92K - $120K/yr

Other

Posted 3 days ago

New


Job description

Trade & Cash Operations Analyst
$92K-$120K Base | Bay Area | Hybrid

A prestigious university is seeking a Trade & Cash Operations Analyst to join its investment office in the San Francisco Bay Area to support securities transactions, cash movements, investment data, reporting, and daily operational workflows for a large endowment investment portfolio.

This is a strong opportunity for a detail-oriented investment operations professional with experience in trade settlement, cash flow management, reconciliations, and investment reporting. The role will work closely with internal investment teams, brokers, custodian banks, and other external partners to ensure accurate, timely, and consistent investment operations support.

Key Responsibilities:

  • Facilitate securities transactions, settlements, reconciliations, and complex investment activity
  • Prepare cash forecasts for daily asset allocation reporting and explain key fluctuations
  • Prepare fund movements for authorization, including internal transfers, wire setup, and investment funding
  • Maintain accurate accounting and investment data across the investment portfolio
  • Monitor investment approvals and activity while serving as a key point of contact for internal and external parties
  • Produce management reports, dashboards, and ad hoc analyses for investment oversight and decision-making
  • Serve as a first-line resource for brokers and custodian banks while identifying and resolving operational issues
  • Support project work, process improvements, and change management initiatives

Qualifications:

  • Bachelor’s degree and 2+ years of relevant experience
  • Experience with equity and fixed income settlement, cash operations, investment processing, or trade operations
  • Exposure to a variety of investment types, including public and private investments
  • Strong Excel skills and proficiency with Microsoft Office
  • Experience with financial modeling, business intelligence tools, reporting, or dashboard creation
  • Familiarity with securities, derivatives, complex financial instruments, investment processing, and reporting standards
  • Bloomberg Terminal experience is a plus
  • Strong attention to detail, organization, communication, and problem-solving skills
  • Ability to prioritize work independently, meet deadlines, and communicate effectively with internal and external stakeholders

This is a great fit for someone who enjoys hands-on investment operations work, values accuracy and process discipline, and wants to support a mission-driven investment platform with exposure to a broad range of asset classes.

If you are interested in learning more, please apply directly to this ad or email Marek at malbiero@daleyaa.com.